Feed / AGIO

Agios Pharmaceuticals, Inc.

AGIO

Healthcare · 31.22 -1.9% today

Isolated · not yet confirmedMarket checked 5 Oct, 15:55 GMT-4

Market read

No connected market move is active around Agios Pharmaceuticals, Inc..

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Company-1.9% todayVolume comparison unavailable
Market groupNo active group readNo durable group available
Disclosed network0 of 8 confirmingNo filing-linked name is confirming now
What would change this read
  • AGIO's market-adjusted activity becomes unusual and at least one connected name confirms.

Invalidation: The isolated read changes if AGIO's group or a disclosed connection begins moving with it.

Watch this read

Research brief

The story so far

Healthcare · Biotechnology

No new filing conclusion is available. 0 of 0 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 9 directly disclosed connections are confirming.

Evidence that supports

No thresholded supportive filing evidence is available yet.

Evidence that challenges

No thresholded adverse filing evidence is available yet.

What would clarify the read
  • AGIO's market-adjusted activity becomes unusual and at least one connected name confirms.

Company research

Understand the business, not just the ticker

As of Oct 6, 2026
Business model and earnings drivers

Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.

Key research questions
  • Which operating variable is changing?
  • Is that change durable, cyclical or one-off?
  • What evidence would disprove the current interpretation?
Annual periods9
Price observations336
Usable filing statements57
Verified relationships9
Evidence supporting the case
  • Latest annual revenue changed +48.0% year over year.
  • Operating margin changed +292.6 percentage points in the latest annual period.
Evidence challenging the case
  • Net margin changed -2609.9 percentage points in the latest annual period.
Questions before a position
  • EV/sales is 245% above the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context

Price as of Oct 5, 2026

31.22
6m+10.1%12m-18.3%24m—
Annual trajectory

Reported annual revenue and per-share history. This is accounting history, not a forecast.

PeriodRevenueYoYDiluted EPSShare change
2021-12-31$0—$26.55-12.4%
2022-12-31$14.2M—$-4.23-9.4%
2023-12-31$26.8M+88.4%$-6.33+1.6%
2024-12-31$36.5M+36.1%$11.64+4.0%
2025-12-31$54.0M+48.0%$-7.12+0.1%

What management says matters

Persistent and emerging business drivers

Product pipeline and R&Dnegative · 4 filings
“Three Months Ended March 31, 2025 – The increase in total research and development expenses of $8.4 million for the three months ended March 31, 2026 compared to the three months ended March 31, 2025 was due to a $4.7 million increase in our indirect expenses…”
10-Q · Apr 29, 2026 ↗

Valuation discipline

Descriptive valuation snapshot

Price/sales 33.5× · EV/sales 31.8×. Comparisons use only industry-matched filing peers.

Scenario scaffold

Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.

Price action

How the market is pricing the story

31.22-1.9% today

Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 5 Oct, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.

Developments

No sourced recent-development timeline yet

Jodie has not returned a relevant primary source or news item for AGIO. This is an evidence-coverage gap, not a conclusion that nothing material happened.

Business and financial condition

Reported financial figures are not available yet

Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.

Filing analysis

No comparable filing assessment is available yet

Jodie has not yet found a suitable current-versus-prior filing comparison for AGIO. This does not mean the latest filing was neutral or immaterial.

Business ecosystem

The relationships behind AGIO

Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.

Depends on

NBRGFiling-linked namedistributorFeb 12, 2026 ▾

“In July 2024, we entered into a distribution agreement, or the NewBridge Agreement, with NewBridge Pharmaceuticals FZ-LLC, or NewBridge, pursuant to which we granted NewBridge the right to commercialize PYRUKYND® in the GCC region.”

NBRGFiling-linked namecustomerFeb 12, 2026 ▾

“Product Revenue We generate product revenue from sales of PYRUKYND® in the United States to a limited number of specialty distributors and specialty pharmacy providers, and to Avanzanite and NewBridge outside of the United States, or collectively, the Custome…”

Depended on by

BMRNBioMarin Pharmaceutical Inc.competitorFeb 26, 2026 ▾

“There is also potential competition from clinical stage product candidates developed by Agios Pharmaceuticals Inc., Jnana Therapeutics Inc.”

Filing peers

Companies whose filings use similar operating language.

Open the three relationships above to see Jodie’s filing proof. Pro unlocks 6 more links, every receipt, and alerts when connected names begin moving. Unlock the full network →

What is moving around it

Live connections

AGIO is currently a Follower in the organic co-movement group Unknown Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.

This group is retained as the last observed read for AGIO; it is not active in the latest market snapshot.

Context history

Theme membership history

No durable theme membership has been observed for this name yet.